Cary Street Partners Investment Advisory’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$303K Sell
3,774
-73
-2% -$5.67K 0.06% 297
2026
Q1
$270K Sell
3,847
-218
-5% -$16K 0.07% 288
2025
Q4
$301K Buy
+4,065
New +$299K 0.08% 246

Other funds holding LCTU

Cary Street Partners Investment Advisory's LCTU Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 1.9% in Q2 2026, selling an estimated $5.67K and leaving 3,774 shares worth $303K. The position accounts for 0.06% of the portfolio, ranked #297.

Cary Street Partners Investment Advisory first reported a position in LCTU in Q4 2025 and has held it in 3 quarters since. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

  • Cary Street Partners Investment Advisory held 3,774 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $303K as of Q2 2026.
  • Cary Street Partners Investment Advisory sold 73 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $5.67K.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.06% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #297 holding.
  • Cary Street Partners Investment Advisory first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.